Retirement Succession
Create a coordinated exit strategy that supports partner retirement, firm valuation, buy-sell agreements, leadership continuity, and income planning for the next chapter.
Plan confidently for partner transitions, firm continuity, and personal retirement with strategic guidance built around the realities of legal practice. Endeavor Financial Group helps law firm owners, partners, and executives connect business value, investment strategy, tax-aware planning, and succession goals into one clear roadmap for long-term financial freedom.
Comprehensive planning support for law firm leaders, partners, employees, and long-term firm continuity.
Create a coordinated exit strategy that supports partner retirement, firm valuation, buy-sell agreements, leadership continuity, and income planning for the next chapter.
Align firm profitability with personal financial goals through comprehensive planning for compensation, debt, benefits, asset acquisition, contingency planning, and retirement readiness.
Coordinate with accounting professionals to evaluate tax implications, identify planning opportunities, and make proactive decisions throughout the year for firm owners and partners.
Develop diversified investment strategies designed to manage risk, support long-term growth, and keep capital aligned with retirement, liquidity, and firm objectives.
Support attorneys and staff with financial wellness programs, workshops, coaching, and guidance that helps them better use benefits and plan for the future.
Coordinate financial strategies with legal documents, trusts, beneficiary planning, and legacy goals so wealth transfers efficiently and intentionally to loved ones or causes.
We begin by learning how your law firm operates, how partners are compensated, what retirement means to each decision-maker, and which succession, investment, employee benefit, and liquidity issues need attention.
Law firm leaders need more than isolated investment advice—they need coordinated planning.
We address investments, tax strategy, succession, benefits, estate planning, and personal retirement together.
CFP® and CFA® credentials support disciplined planning, investment analysis, and informed financial recommendations.
Dedicated professionals collaborate to support each client with education, direction, and consistent follow-through.
Our structured five-step process turns complex decisions into an organized roadmap for financial freedom.
Experienced advisors delivering collaborative planning for law firm leaders.
President of Endeavor Financial Group
Eric Bilitz serves as President of Endeavor Financial Group, leading the firm's mission to deliver comprehensive investment management and strategic wealth planning tailored to each client's unique financial situation. Based in Indiana, Eric brings a consultative approach to every client relationship, specializing in personalized financial planning for pre-retirees, small business owners, and executives. Under his leadership, Endeavor Financial Group operates on a five-step structured process — from discovery and analysis to implementation and ongoing monitoring — ensuring clients receive a clear roadmap toward financial freedom. Eric is committed to building long-term relationships grounded in trust, integrity, and respect, providing clients with unbiased guidance and the financial confidence they deserve.
Financial Advisor
Mike Gonzales is a dedicated Financial Advisor at Endeavor Financial Group, serving clients across Indiana with personalized wealth planning and investment management strategies. Mike works closely with pre-retirees, small business owners, and entrepreneurs to develop comprehensive financial plans designed to meet their individual objectives. As part of Endeavor's collaborative team approach, he provides professional support, education, and informed direction at every stage of a client's financial journey. Mike is committed to delivering holistic financial guidance that addresses each client's complete financial picture, helping them achieve long-term results and lasting peace of mind through strategies grounded in trust, integrity, and respect.
Joe Bilitz is a valued team member at Endeavor Financial Group, contributing to the firm's mission of providing strategic wealth planning and investment management tailored to each client's unique financial goals. As part of Endeavor's collaborative, team-driven approach, Joe supports clients across Indiana with a commitment to trust, integrity, and personalized service. He works alongside the firm's experienced advisors to ensure every client receives comprehensive attention across all areas of their financial life — from planning and analysis to implementation and ongoing monitoring. Joe is dedicated to helping individuals, families, and business owners build confidence in their financial futures and achieve the clarity they need to move forward.
Law firms often need coordinated planning for partner retirement, firm succession, buy-sell agreements, investment management, tax strategy, cash flow, and employee benefits. The goal is to connect firm value with each partner’s personal financial future. A strong plan also addresses leadership continuity, retirement income, estate goals, and the financial well-being of attorneys and staff.
Talk with our advisory team about your firm’s goals.
Recognized standard for comprehensive financial planning.
Advanced credential for investment analysis and portfolio management.
Collaborative process supporting clear, informed decisions.
Share your retirement, succession, and financial planning priorities. Endeavor Financial Group will help you understand the next steps and determine how a coordinated planning process can support your law firm.
For immediate assistance, feel free to give us a direct call at 463-273-4062. You can also send us a quick email at team@endeavorfg.com.
For immediate assistance, feel free to give us a direct call at 463-273-4062. You can also send us a quick email at team@endeavorfg.com.